Peter said: “The real commodity that we offer our clients is our time. We have a rule at Clarion that is to keep a lower number of good quality clients, so we can devote much more time to each individual. It means that we can really go into detail and get to know clients and learn what is important to them.
“There’s a real combination of vast experience in the business, up-to-date knowledge, and the highest possible level of qualification.
“When you’ve got that mix, and all of those people trying to devote as much time as they possibly can to your individual circumstances, you know you’re going to get out the best advice that you could get from a financial planner.
“You could have the best advisor in the world, but if they have spread their time so thinly that they don’t have time to focus on the clients’ needs, then you’re not going to get the best service.
“We can spot and plan for what the client wants much more effectively than if we were spread too thinly with lots of clients.
“The Clarion Way is about time, which allows us to do the detail. This is actually what matters most to clients – knowing exactly what they are trying to do and when they are trying to do it, we can then be proactive with all of our advice.”
If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email email@example.com.